Your CRM Is a Graveyard of Forgotten Leads
You bought the CRM. You imported your contacts. And then... nothing happened. Leads sit in "new" status forever. Follow-ups happen "when someone remembers." Deal stages haven't been updated in weeks. Your pipeline dashboard is a work of fiction.
The CRM isn't the problem. The lack of automation around it is.
What We Build
We turn your CRM from a fancy database into an automated sales machine.
Lead Lifecycle Automation
When a new lead enters (from any source — form, chatbot, manual entry, import), the system automatically:
- Tags them based on source and initial data
- Assigns them to the right team member based on your rules (geography, deal size, product interest)
- Triggers an immediate notification to the assigned rep
- Starts an automated follow-up sequence if no action is taken within 24 hours
Deal Stage Automation
When a deal moves from one stage to the next:
- Tasks are auto-created for the rep (send proposal, schedule demo, follow up)
- The client gets a stage-appropriate email (proposal sent confirmation, meeting prep docs, etc.)
- Management gets notified when deals hit certain thresholds or stall for too long
- If a deal sits in one stage for X days, an alert triggers
Tool Integration
Your CRM talks to everything:
- Email — conversations sync automatically, no manual logging
- Calendar — meetings appear as CRM activities
- Forms — website form submissions create leads instantly
- Payments — when an invoice is paid, the deal closes automatically
- Communication apps — Slack/Teams notifications for important CRM events
After Purchase — What You Get
- CRM audit (60 min) — we review your current setup, pipeline stages, data quality, and identify automation opportunities
- CRM setup or optimization — works with HubSpot, GoHighLevel, Salesforce, or Pipedrive. New setup or overhaul of existing
- 5-8 automated workflows — lead assignment, deal stage triggers, follow-up sequences, stale deal alerts, and more
- 3-5 tool integrations — connect your email, calendar, forms, payment processor, and communication tools
- Custom dashboard — pipeline overview, conversion metrics, rep performance, and revenue forecasting
- Team training (45 min) — your team learns how to work within the automated system
- Ongoing maintenance ($197/mo) — workflow monitoring, integration health checks, and up to 2 new workflow additions per month
Who This Transforms
- Sales teams of 3-20 people who are "too busy" to update the CRM
- Businesses with leads coming from 3+ sources (website, ads, referrals, events)
- Companies where deals take weeks or months to close and follow-up is the bottleneck
- Any team where the manager asks "what's happening with that lead?" more than once a day